- Scotiabank (Houston, TX)
- Assistant Manager , Funding Operations - Mortgage Capital Markets Operations **Requisition ID:** 207176 **Salary Range:** 57,290.00 - 106,420.00 _Please note that the ... for every future! **Purpose** As the Funding Operations Assistant Manager for Mortgage Capital Markets Operations, the role contributes...- Work closely wit banking and credit team throughout relationship - Manage day to day funding and paydown… more
- Kiewit (San Antonio, TX)
- …Establishes work plan and staffing for each phase of the project, work closely with Project Manager and HR team to manage the relationship with staff and craft . ... generation markets, to drive safe and cost-effective solutions that achieve client expectations and further Kiewit's core values of People, Integrity, Excellence,… more
- Carrington (Plano, TX)
- …position will require to travel from time to time.** The Learning & Development Manager will be part of the Learning & Leader Development management team, this role ... + Manage projects and ensure all projects meet or exceed our internal client expectations. + Develop and guide the development of instructionally sound, creative and… more
- TIAA (Frisco, TX)
- …Work **Career Level** 9PL Related Skills Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, ... of Advisor Consultants and serves as a mentor and manager for the team. **Key Responsibilities and Duties** +...client -value segments. + Champions the strategic initiatives of wealth advisory services throughout the organization. + Ensures … more
- Bank of America (Houston, TX)
- …in navigating loan process * Underwriting excellence with holistic knowledge of the client relationship * Understanding of Private Bank credit product solutions ... difference. Join us! **Job Description** The Credit Executive (CE) is a client -facing role responsible for developing new custom credit relationships with strategic … more
- Truist (Dallas, TX)
- …, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of a broad ... America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships… more
- Scotiabank (Houston, TX)
- …and external contacts. Participate in client meetings along with the Relationship Manager . Occasionally attend client meetings without the supervision ... TX to demonstrate strong business acumen by assisting with client relationship management. Address US Energy (spanning...of the Relationship Manager . Complete post-meeting follow up, including preparation of call… more
- PNC (Houston, TX)
- …team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + **Institutional Asset ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG… more
- First Horizon Bank (Houston, TX)
- … to achieve market sales objectives for new Treasury Management business. + Attend Relationship Manager sales meetings regularly and serve as key product partner ... + Conduct regular Treasury Management training sessions and product updates for relationship managers and client support personnel. + Regularly manage and… more
- Bank of America (Dallas, TX)
- …of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations pertaining to fiduciaries. ... private practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company + Experience working...Regulations + Problem Solving + Collaboration + Customer and Client Focus + Executive Presence + Policies, Procedures, and… more